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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,268 | $30,423+246.0% | $56,025+87.9% | $74,478+41.3% |
| Participation rate | 24.5% | 32.9%-8.4pp | 52.5%-28.0pp | 67.2%-42.7pp |
| Annual return | 24.63% | 24.97%-0.3pp | 1712.69%-1688.1pp | 1370.56%-1345.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,154 | $1,176-1.9% | $1,955-40.9% | $4,350-73.5% |
| Admin fee / account holder | $6,231 | $2,363+163.7% | $2,828+120.3% | $1,946+220.2% |